Peter Wolfram Email & Phone Number
@colonialfirststate.com.au
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Who is Peter Wolfram? Overview
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Peter Wolfram is listed as Product Analyst at Ironbark Asset Management, a company with 64 employees, based in Greater Sydney Area, Australia, Australia. AeroLeads shows a work email signal at colonialfirststate.com.au and a matched LinkedIn profile for Peter Wolfram.
Peter Wolfram previously worked as Product Disclosure Manager at Mlc Asset Management and Equities Associate at Commsec. Peter Wolfram holds Graduate Diploma Of Financial Planning, Graduate Diploma Of Financial Planning from Kaplan Australia.
Email format at Ironbark Asset Management
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AeroLeads found 1 current-domain work email signal for Peter Wolfram. Compare company email patterns before reaching out.
About Peter Wolfram
Senior Manager in Advice Technical Support with over 20 years' experience in the financial services industry. An effective leader of teams of up to 10 people in technical services and advice remediation. Proven technical experience with a strong understanding of superannuation, SMSFs, taxation, income streams and related financial planning strategies.Proficient in oral and written communication with an ability to translate complex advice areas into customer friendly terms. I have the ability to solve in depth queries in a methodical manner, consulting with stakeholders to find appropriate solutions, whilst maintaining a high level of quality.I aim to boost confidence by sharing knowledge and encourage the development of team members with my ability to form strong partnerships with fellow professionals and build strong channels of communication with stakeholders.
Listed skills include Superannuation, Wealth, Wealth Management, Strategy, and 9 others.
Peter Wolfram's current company
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Peter Wolfram work experience
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Product Disclosure Manager
Current
Equities Associate
Senior Manager Adviser Governance
Product Disclosure Manager
Subject Matter Expert - Advice Remediation
- Responsible for all aspects of technical support, QA, reviewing/resolving escalations and queries.- Assisted in coaching case assessors, provided training and development of technical content.- Detailed understanding of client policy, procedures, methodologies/guidelines and how these are applied in a remediation context.
Senior Manager, Advice Technical Support. Advice Review Program
I provide technical support to the Assessment team as well as the wider advice remediation program and act as a financial planning and advice subject matter expert and coach.I wrote assessment guidelines, training materials and internal accreditations up skilling the quality assurance of the assessment team. I also developed and delivered training on.
Team Manager, Advice Review Program
Trained and developed graduate case assessors into experienced case assessment managers and provided continual and effective technical support to staff and the wider program stakeholders.
Technical Services Manager, Mywealth
MyWealth provided an online platform for do-It-yourself investors who are looking to create and manage their own investments. It offered investors an investment dashboard of ASX200 shares, property, bonds and cash products as well as a newsroom, community and SMSF information hub.I developed and wrote content for the educational learning hub modules and.
Technical Services Team Manager - Firsttech
I managed the inbound technical services phone team which provided specialist technical support to the CFS business and its advisers on all technical matters relating to superannuation, retirement incomes, SMSFs, social security and associated taxation issues. Founding member of FirstTech for 13 years and contributed to being ranked consistently first by.
Colleagues at Ironbark Asset Management
Other employees you can reach at ironbarkam.com. View company contacts for 64 employees →
Elaine Brogan
Colleague at Ironbark Asset ManagementGreater Sydney Area, Australia
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Tess Brennan
Colleague at Ironbark Asset ManagementGreater Sydney Area, Australia
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Abhirup Chakraborty
Colleague at Ironbark Asset ManagementGreater Sydney Area, Australia
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Michael Bigwood
Colleague at Ironbark Asset ManagementGreater Sydney Area, Australia
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Carmel Rose
Colleague at Ironbark Asset ManagementGreater Sydney Area, Australia
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Hugo Donald
Colleague at Ironbark Asset ManagementGreater Sydney Area, Australia
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Kara Richardson
Colleague at Ironbark Asset ManagementGreater Melbourne Area, Australia
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Francis Nguyen
Colleague at Ironbark Asset ManagementSydney, New South Wales, Australia, Australia
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Dora Guo Cpa
Colleague at Ironbark Asset ManagementGreater Sydney Area, Australia
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Rene Daquino
Colleague at Ironbark Asset ManagementGreater Melbourne Area, Australia
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Peter Wolfram education
Graduate Diploma Of Financial Planning, Graduate Diploma Of Financial Planning
Bachelor Of Commerce - Bcom, Management
Education record
Frequently asked questions about Peter Wolfram
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What company does Peter Wolfram work for?
Peter Wolfram works for Ironbark Asset Management.
What is Peter Wolfram's role at Ironbark Asset Management?
Peter Wolfram is listed as Product Analyst at Ironbark Asset Management.
What is Peter Wolfram's email address?
AeroLeads has found 1 work email signal at @colonialfirststate.com.au for Peter Wolfram at Ironbark Asset Management.
Where is Peter Wolfram based?
Peter Wolfram is based in Greater Sydney Area, Australia, Australia while working with Ironbark Asset Management.
What companies has Peter Wolfram worked for?
Peter Wolfram has worked for Ironbark Asset Management, Mlc Asset Management, Commsec, Colonial First State, and Kpmg Australia.
Who are Peter Wolfram's colleagues at Ironbark Asset Management?
Peter Wolfram's colleagues at Ironbark Asset Management include Elaine Brogan, Tess Brennan, Abhirup Chakraborty, Michael Bigwood, and Carmel Rose.
How can I contact Peter Wolfram?
You can use AeroLeads to view verified contact signals for Peter Wolfram at Ironbark Asset Management, including work email, phone, and LinkedIn data when available.
What schools did Peter Wolfram attend?
Peter Wolfram holds Graduate Diploma Of Financial Planning, Graduate Diploma Of Financial Planning from Kaplan Australia.
What skills is Peter Wolfram known for?
Peter Wolfram is listed with skills including Superannuation, Wealth, Wealth Management, Strategy, Financial Services, Retirement, Retirement Planning, and Pensions.
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